Brittany Dalecke, financial advisor Colorado Springs CO
78 score

Brittany Dalecke

CRD Number: 6273201
Current Firm: Usaa Investment Management Company

Brittany Dalecke (CRD# 6273201) is an Investment Advisor Representative working at Usaa Investment Management Company in Colorado Springs, CO and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Usaa Investment Management Company Colorado Springs, CO Jul 2017 - Current < 1
Southern New Hampshire University Manchester, NH Mar 2017 - Current 1
Usaa Financial Planning Services Colorado Springs, CO Nov 2013 - Jul 2017 3
Usaa Financial Advisors Inc. Colorado Springs, CO Nov 2013 - Jul 2017 3
Progressive Insurance Colorado Springs, CO Apr 2011 - Nov 2013 2
Hollister Co Colorado Springs, CO Aug 2010 - Mar 2011 < 1
Unemployed Colorado Springs, CO May 2010 - Aug 2010 < 1
L'attitude Cafe & Bistro Marquette, MI Dec 2007 - May 2010 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2014
S63 Uniform Securities State Law Examination Jan 2014
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Brittany L. Dalecke
Phone Number: 800-531-USAA
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    25,236
    MILLIONS
  • Total Number of Accounts
    140,425
    ACCOUNTS
  • Average Account Value
    $179,715
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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BADGES
78

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